The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. This data is provided by Funds Library. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2020. Performance 06/11/15 to 06/11/16 06/11/16 to 06/11/17 Our analysts have selected this fund for the Wealth Shortlist. Our website offers information about investing and saving, but not personal advice. Please remember loyalty bonuses received on funds held in the Vantage ISA or Vantage SIPP are exempt from tax. investments are right for you, please request advice, for example from our, HL Care more about long-term growth than current income. Past performance is no guarantee of future results. Data policy - All information should be used for indicative purposes only. Loyalty bonuses paid on funds in ISAs and SIPPs are unaffected, and they remain tax-free. All yields are variable and not guaranteed. This page won't work properly unless JavaScript is enabled. © 2020 Morningstar. subject to tax in a Fund & Share Account which would, in effect, reduce their value and increase the net ongoing charge. With accumulation units any income is retained within the fund; the number of units remains the same but the price of each unit increases by the amount of income generated within the fund. All content on is for your general information and use only and is not intended to address your particular requirements. here to help. dealing charge, Ex-dividend Try our handy filter and find out which suits you best. Accept the limited growth potential that comes with limited exposure to stock market risk. This fee is automatically waived for Voyager, Voyager Select, Flagship, and Flagship Select Services clients. This fee is automatically waived for Voyager, Voyager Select, Flagship, and Flagship Select Services clients. The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. Data delayed at least 15 minutes, as of Nov 11 2020. Therefore, if you are an overseas investor, or you represent a company or charity please let us know if you would like your loyalty bonuses paid without the deduction of an amount equivalent to the basic rate tax. It doesn't include loads or purchase or redemption fees. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Hargreaves Lansdown is not responsible for an The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. Past performance is not necessarily a guide to future performance… features funds our analysts believe have the potential to outperform their peers over the long term. Generally accumulation units offer a slightly more efficient way to reinvest income, although many investors will choose to hold income units and reinvest the income to buy extra units. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Sources: Vanguard and Morningstar, Inc., as of December 31, 2019. Each is designed—in varying degrees—to help you manage risk while trying to grow your savings. This fee doesn't apply if you sign up for account access on and choose electronic delivery of statements, confirmations, reports, prospectuses, and other important documents. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Data provided by Funds Library, correct as at 30 September 2020. Wealth Shortlist The below table gives an indication of how this may affect you. In some cases the ongoing savings are provided by our loyalty bonus. correct as at 11 November 2020. Each LifeStrategy Fund invests in four broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. Add this security to watchlist, portfolio, or create an alert to track market movement. However, they may be HMRC believes that from April 2013 rebates of annual charges (such as loyalty bonuses) paid on funds held in nominee accounts, such as our Fund & Share Account, should be subject to income tax. Care more about current income than long-term growth. Dual priced funds have two From how to access your account online, scam awareness, your When you're paying less for your funds, more money stays in your account working for you. In this case, the ongoing saving is 0.00%, of which 0.00% is paid by loyalty bonus. Industry average expense ratio for comparable balanced funds: 0.78%. If you're not sure which An expense ratio includes management, administrative, marketing, and distribution fees. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Please remember past performance is not a guide to future returns. All investing is subject to risk, including the possible loss of the money you invest. Also known as "asset mix.". The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. FT is not responsible for any use of content by you outside its scope as stated in the, Vanguard LifeStrategy 60% Equity Fund A Inc. To invest in , you'll need to open an account. To invest in , you'll need to have an account. We believe all loyalty bonuses are tax-free and we are challenging HMRC's interpretation. Get details on LifeStrategy Moderate Growth Fund. date, HL guide to fund prices, savings and yields, HL Guide to fund prices, savings and yields, Please also read the Key Investor Information Document (KIID), Vanguard FTSE Developed World ex-U.K Equity Index GBP, Vanguard FTSE U.K. All Share Index Unit Trust GBP, Vanguard Emerging Markets Stock Index Acc, Vanguard U.K. Inflation-Linked Gilt Index GBP, Vanguard U.K Investment Grade Bond Index GBP, Vanguard FTSE Developed Europe ex-U.K Equity Index GBP, Register for online Try our handy filter to explore the different options. The selling price currently displayed is higher than the buying price. Vanguard average LifeStrategy Funds expense ratio: 0.13%. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day. thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. We may not share Get details on LifeStrategy Conservative Growth Fund. With income units, any income is paid as cash. Industry averages exclude Vanguard. The average Vanguard LifeStrategy fund expense ratio is 83% less than the industry average.*. Studies have shown that your asset allocation has a bigger impact on your long-term returns than any specific fund you pick. Pricing for ETFs is the latest price and not "real time". Acquired fund fees & expensesThe total annual asset-based fee, including the weighted average of the annualized expense ratios of the underlying mutual funds. The Fund seeks to achieve income and/or capital returns through a portfolio comprising approximately 60% stocks and 40% bonds. Prices provided by Morningstar, 403(b)(7) plansWe charge participants a $15 annual account service fee for each fund they hold in their Vanguard 403(b)(7) account. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. Industry average expense ratio for comparable balanced funds: 0.78%. View funds on the Wealth Shortlist ». Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. agencies. access, Vanguard LifeStrategy 60% Equity Accumulation. Fund price for Vanguard LifeStrategy 60% Equity Fund A Inc along with Morningstar ratings & research, long term fund performance and charts Each fund is professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing. wellbeing and our community we're Monday to Friday8 a.m. to 8 p.m., Eastern time. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

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